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CIK: 0001767902
Total reported value
$3.1B
$3.1B
678 檔
8.1%
As reported in its official Q1 2025 Form 13F filing, Western Wealth Management, LLC's tracked investment portfolio stood at $3.1B with 678 total positions.
In Q1 2025, Western Wealth Management, LLC displayed an active expansion posture, initiating 33 new positions and adding to 87 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 678 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.02% | +0.12% | -6.74% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.79% | +0.03% | -0.47% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.28% | +1.10% | +1.14% | |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.65% | +0.05% | +10.63% | |
| 5 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 2.58% | -0.32% | +1.26% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 1.97% | -0.16% | -1.81% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 1.90% | -0.02% | +0.55% | |
| 8 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.81% | -0.26% | +6.56% | |
| 9 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.77% | -0.02% | +11.33% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.76% | -0.02% | +0.93% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.49% | -0.04% | -15.45% | |
| 12 | SDVY | First Trust Smid Cap Rising | ETF-Other | 1.43% | -0.09% | +6.69% | |
| 13 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.38% | +0.04% | +0.76% | |
| 14 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.33% | -0.03% | -1.60% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.26% | -0.08% | -2.01% | |
| 16 | RDVY | First Trust Rising Dividend | ETF-Other | 1.26% | +0.04% | +0.99% | |
| 17 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 1.20% | +0.14% | +1.24% | |
| 18 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.94% | -0.13% | +1.98% | |
| 19 | CGDV | Cap Group Dividend Value | ETF-Other | 0.89% | -0.02% | -8.25% | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.87% | +0.06% | -0.34% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.85% | +0.02% | +1.32% | |
| 22 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.82% | -0.03% | -2.22% | |
| 23 | AVGO | Broadcom Inc | Stock-Tech | 0.81% | +0.03% | -0.62% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.81% | — | -1.33% | |
| 25 | XLK | Ss Technology Select Sector | ETF-Tech | 0.75% | +0.17% | +3.56% | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.75% | -0.08% | +8.23% | |
| 27 | V | Visa Inc-class A Shares | Stock-Financials | 0.70% | -0.01% | +2.04% | |
| 28 | FTCS | First Trust Capital Strength | ETF-Other | 0.68% | -0.10% | -19.42% | |
| 29 | EVTR | Eaton Vance Total Return | ETF-Other | 0.66% | -0.44% | +9.77% | |
| 30 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.65% | — | +126.55% | |
| 31 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.65% | -0.08% | -16.90% | |
| 32 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.64% | -0.02% | +4.88% | |
| 33 | UCON | First Trust Smith Unconstrai | ETF-Other | 0.63% | -0.10% | +2.60% | |
| 34 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.61% | +0.04% | -18.91% | |
| 35 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.61% | -0.35% | +4.25% | |
| 36 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.59% | -0.02% | +3.11% | |
| 37 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.55% | +0.29% | +7.38% | |
| 38 | VFLO | Victoryshares Free Cash Flow | ETF-Other | 0.52% | — | +4.24% | |
| 39 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.52% | +0.31% | -33.66% | |
| 40 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.52% | +0.52% | +1.06% | |
| 41 | XLV | Ss Health Care Select Sector | ETF-Other | 0.52% | -0.06% | +0.78% | |
| 42 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.48% | -0.04% | -12.32% | |
| 43 | XOM | Exxon Mobil CORP | Stock-Energy | 0.47% | -0.17% | +5.11% | |
| 44 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.45% | +0.05% | -0.20% | |
| 45 | XLF | Ss Financial Select Sector | ETF-Other | 0.45% | — | +11.03% | |
| 46 | GLD | Spdr Gold Shares | ETF-Commodities | 0.45% | -0.20% | +1.20% | |
| 47 | RWL | Invesco S&p 500 Revenue ETF | ETF-Large Cap & Growth | 0.44% | -0.21% | +1.52% | |
| 48 | ROUS | Hartford Multifact US Eqty | ETF-Other | 0.40% | — | +7.82% | |
| 49 | XLI | Ss Industrial Select Sector | ETF-Other | 0.39% | -0.03% | +6.09% | |
| 50 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.38% | +0.04% | -0.71% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | +0.6% | +1.14% | Add |
| 2 | USFR | Wisdomtree Floating Rate Tre | +0.4% | +126.55% | Add |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.2% | +10.63% | Add |
| 4 | BUFR | Ft Vest Lad Buffervetf-usd I | +0.1% | +74.08% | Add |
| 5 | SPYV | Ss Spdr P S&p 500 Value ETF | +0.1% | +6.56% | Add |
| 6 | JIRE | Jpmorgan Int Res Enh Eqty | +0.1% | +491.50% | Add |
| 7 | CGUS | Cap Group Core Equity | +0.1% | +62.33% | Add |
| 8 | CGGR | Cap Group Growth Equity | +0.1% | +52.72% | Add |
| 9 | V | Visa Inc-class A Shares | +0.1% | +2.04% | Add |
| 10 | JBND | Jpmorgan Active Bond ETF | +0.1% | +241.98% | Add |
| 11 | USMV | Ishares Msci USA Min Vol Fac | +0.1% | +19.50% | Add |
| 12 | GLD | Spdr Gold Shares | +0.1% | +1.20% | Add |
| 13 | EVTR | Eaton Vance Total Return | +0.1% | +9.77% | Add |
| 14 | XOM | Exxon Mobil CORP | +0.1% | +5.11% | Add |
| 15 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.1% | +34.77% | Add |
| 16 | VONV | Vanguard Russell 1000 Value | +0.1% | +383.51% | Add |
| 17 | XLF | Ss Financial Select Sector | +0.1% | +11.03% | Add |
| 18 | COST | Costco Wholesale CORP | +0.1% | +1.98% | Add |
| 19 | META | Meta Platforms Inc-class A | +0.1% | +8.23% | Add |
| 20 | VONG | Vanguard Russell 1000 Growth | +0.1% | +68.34% | Add |
| 21 | EFA | Ishares Msci Eafe ETF | +0.1% | +14.91% | Add |
| 22 | TSLA | Tesla, Inc. | +0.1% | +328.57% | Add |
| 23 | ABBV | Abbvie Inc | +0.1% | +0.64% | Add |
| 24 | DIA | Ss Spdr Dow Jones Indus Avg | +0.1% | +19.93% | Add |
| 25 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.1% | +5.05% | Add |
| 26 | XLV | Ss Health Care Select Sector | +0.1% | +0.78% | Add |
| 27 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.1% | +11.33% | Add |
| 28 | CGXU | Cap Group Intl Focus | 0% | +68.62% | Add |
| 29 | UBER | Uber Technologies Inc | 0% | +103.61% | Add |
| 30 | NFLX | Netflix Inc | 0% | +9.99% | Add |
| 31 | MSTR | Strategy Inc | 0% | +22.57% | Add |
| 32 | ORLY | O'reilly Automotive Inc | 0% | -7.12% | Trim |
| 33 | IEFA | Ishares Core Msci Eafe ETF | 0% | +2.94% | Add |
| 34 | GE | General Electric | 0% | +3.99% | Add |
| 35 | CTAS | Cintas CORP | 0% | -1.33% | Trim |
| 36 | T | At&t Inc | 0% | -2.38% | Trim |
| 37 | JPM | Jpmorgan Chase & Co | 0% | +3.11% | Add |
| 38 | IVE | Ishares S&p 500 Value ETF | 0% | +4.88% | Add |
| 39 | ROUS | Hartford Multifact US Eqty | 0% | +7.82% | Add |
| 40 | FTSM | First Trust Enh Short Mat Fd | 0% | +1.24% | Add |
| 41 | IHDG | Wisdomtree International Hed | 0% | +62.78% | Add |
| 42 | IJK | Ishares S&p Mid-cap 400 Grow | 0% | +177.82% | Add |
| 43 | MSTR | Strategy Inc | 0% | +392.31% | Add |
| 44 | IAU | Ishares Gold Trust | 0% | +13.35% | Add |
| 45 | CGCB | Cap Group Core Bond | 0% | +18.96% | Add |
| 46 | SYK | Stryker CORP | 0% | +64.85% | Add |
| 47 | ACN | Accenture plc | 0% | +185.07% | Add |
| 48 | LLY | Eli Lilly & Co | 0% | -0.20% | Trim |
| 49 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | 0% | +15.23% | Add |
| 50 | MINT | Pimco Enhanced Short Maturit | 0% | +93.25% | Add |
According to official SEC Form 13F filings, Western Wealth Management, LLC reported a total U.S. public equity portfolio value of $3.1B across 678 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including QQQ, AAPL, BRK-B) accounted for 8.1% of total reported equity market value during Q1 2025.
Top New Position Initiated
HDGE
市值: $4.6M
Top Position Liquidated / Trimmed
DEM
前期市值: $741.0K
During Q1 2025, Western Wealth Management, LLC's top holdings by market value included QQQ (4.0%)、AAPL (3.8%)、BRK-B (3.3%). The largest single position, QQQ, represented 4.0% of total portfolio value.
In Q1 2025, Western Wealth Management, LLC made 198 total portfolio adjustments, initiating 33 new buys, adding to 87 positions, trimming 60 holdings, and fully liquidating 18 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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